What is on the Mobius Connect for Dynamics 365 Main Screen?

The Main Screen

The following is a guide of the various parts of the Main Screen.

  

  1. File Menu: The file menu gives you the ability to exit the application, install a new license, or logout and return to the login form.

  2. Run New Batch Tab: This tab allows you to select transactions and options needed to run a batch, which will export a list of transactions from Manage and import them into Dynamics 365.

  3. Rerun Previous Batch: This tab allows you to select a batch that was previously run. This is useful for running a batch that successfully imported to Dynamics 365, but for reasons (such as a backup restore on the Dynamics 365 system), needs to be run again.

  4. Update Invoice Payments: This will look for updated balances on Accounts Receivable invoices in Dynamics 365 and update the corresponding Manage invoice with the amount that has been paid.


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